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Redmile Group, LLC
Hedge Fund • Sector
Redmile Group, LLC is a Sector-focused Hedge Fund based in San Francisco, CA led by Amrit Nmn Nagpal, reporting $4.8B in AUM as of Q3 2025 with 98% Healthcare concentration and 69% concentrated in top 10 holdings.
Managing PartnerAmrit Nmn Nagpal
- Portfolio Value
- $1.0B
- Positions
- 40
- Top Holding
- SRRK at 14.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Redmile Group, LLC's portfolio (68.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Biotechnology Healthcare | $145.4M | 14.15% | -$915.5K Sold | 4.06% 3.9M shares | |
Biotechnology Healthcare | $116.8M | 11.36% | -$367.7K Sold | 2.29% 661.4K shares | |
Biotechnology Healthcare | $98.1M | 9.55% | -$4.7M Sold | 7.62% 4.2M shares | |
Biotechnology Healthcare | $63.3M | 6.16% | -$7.6M Sold | 4.89% 3.7M shares | |
Biotechnology Healthcare | $62.7M | 6.10% | — | 13.93% 15.7M shares | |
Biotechnology Healthcare | $58.8M | 5.72% | +$1.8M Bought | 5.77% 5.0M shares | |
Medical - Devices Healthcare | $48.5M | 4.72% | -$391.4K Sold | 1.70% 926.8K shares | |
Biotechnology Healthcare | $45.3M | 4.41% | -$794.5K Sold | 9.29% 4.7M shares | |
Biotechnology Healthcare | $35.5M | 3.45% | -$1.3M Sold | 0.93% 747.8K shares | |
Biotechnology Healthcare | $34.0M | 3.31% | -$503.5K Sold | 4.81% 3.7M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Redmile Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+71.57% | |
+52.56% | |
+3.1% | |
+1.75% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Redmile Group, LLC
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